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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Advisors near 11971

Out of 400,000+ nationwide

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Douglas M

Series 65

Sag Harbor, NY

Ravello Partners LLC

Active portfolio management Concentrated stock management Options & derivatives strategies
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David D

Series 63, Series 65

Southold, NY

Clearview Financial Planning, Inc.

Active portfolio management Real estate investing Passive / index investing
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Barbara D

CFA®, Series 63, Series 65

Sag Harbor, NY

Majority Asset Management, Inc.

Wealth management
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Stuart Q

Series 65

Sagaponack, NY

Powder Ridge Capital LP

Active portfolio management Concentrated stock management
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Gilbert C

Series 63, Series 65

Riverhead, NY

Peconic Asset Planning

Wealth management
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Stephen T

Series 63, Series 65

Sag Harbor, NY

Big Rock Advisors LLC

General retirement planning Retirement income strategy Wealth management Cash flow / budgeting General tax planning Founder/Business Owner
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Sean H

CFA®, Series 63

Sag Harbor, NY

Big Rock Advisors LLC

General retirement planning Retirement income strategy Wealth management Cash flow / budgeting General tax planning Founder/Business Owner
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Craig G

Series 63, Series 65

East Hampton, NY

Balcony Partners, LLC

Active portfolio management Options & derivatives strategies Concentrated stock management Founder/Business Owner
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Anthony C

Series 63, Series 65

Sag Harbor, NY

Big Rock Advisors LLC

General retirement planning Retirement income strategy Wealth management Cash flow / budgeting General tax planning Founder/Business Owner
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Sean L

Series 65

East Hampton, NY

Old Beach Investment Advisors, LLC

Active portfolio management Options & derivatives strategies Concentrated stock management
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